Market Call with Lyle Stein, Managing Director, Leon Frazer & Associates
Today on Market Call, Lyle Stein, Managing Director, Leon Frazer & Associates offered advice on Goldcorp, Research in Motion, Hudbay Minerals, Manulife Financial, BCE and Agrium.
Premier NA rail company. Solid earnings and dividend growth. Well positioned in commodity and industrial markets. Rail infrastructure cannot be replicated. Solid balance sheet.
Canada’s largest base metal play. Growing yield plus hard asset optionality. Copper has bounced and met coal seems to be building a bottom. Good balance sheet and cash flow.
Irreplaceable pipeline infrastructure assets. Solid earnings and dividend growth. Balance sheet can finance growth. Recent weakness is opportunity.
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